David James Carlisle

Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  Thrivent Investment Management Inc
  Pleasanton, CA
• 04/2015 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

CUB SCOUTS - PACK 914 IN LIVERMORE POSITION: Committee Chairman of Pack 914 NATURE: Cub Scouts is for boys and girls, kindergarten to 5th grade. It is a program where youth develop the foundations for leadership, citizenship, and personal fitness through fun activities involving parents and legal guardians. Cub Scouting designates participants into groups based on grade and gender before participating in activities. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 1325 W. Walnut Hill Lane, Irving TX 75038, United States DESCRIPTION: To make Cub Scouting work it takes a team made up of each Cub Scout's parent or guardian and other caring adults who agree to take on roles that best fit their individual talents. Together this team makes up the Pack Committee.The Pack Committee Chairhelps the Cubmaster oversee the Pack Committee as they provide support to Den Leaders to ensure a quality program. BOY SCOUTS - TROOP 924 IN LIVERMORE POSITION: Assistant Scoutmaster NATURE: Boy Scouts of America provides the nation's foremost youth program of character development and values-based leadership training, which helps young people be "Prepared. For Life". The mission of the Boy Scouts of America is to prepare young people to make ethical and moral choices over their lifetimes by instilling in them the values of the Scout Oath and Scout Law. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2025 ADDRESS: 1325 W.Walnut Hill Lane, Irving TX 75038, United States DESCRIPTION: An assistant Scoutmaster is an adult leader over the age of 18 who helps the Scoutmaster deliver the promise of Scouting. Each assistant Scoutmaster is assigned specific program duties. They can serve the Troop by guiding a particular patrol to which they've been assigned, advising certain Scouts who've assumed a position, or fill in as necessary to assure the junior leaders have what they need to run things.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-26

Other Names

• Dave J Carlisle